Investment Criteria

We provide both equity and debt to lower middle market businesses for growth, acquisitions, recapitalization, or management buyouts. This can take the form of equity  or debt  depending on the needs of the business.

Our Guiding Compass

Sectors of Focus
MoonSail Capital Focus on Behavioral
MoonSail Capital Focus on Homecare
MoonSail Capital Focus on Practice Management
Practice Management
MoonSail Capital Focus on Diagnostics
MoonSail Capital Focus on Transportation
MoonSail Capital Focus on Rehab
MoonSail Capital Focus on Staffing
MoonSail Capital Focus on Insurance and Benefits
Insurance & Benefits
MoonSail Capital Focus on Medical Equipment
Medical Equipment

Deal Characteristics

Businesses transitioning to scalable business models and viable platformsdable advisors to the companies we're invested in

Poised for technology and/or infrastructure change

Prospects for operational improvements

Strong customer relationships, and strong competitive positions

Potential for multiple expansion through M&A and organic growth

Strong macro tailwinds

Fragmented markets ripe for industry consolidation

Businesses requiring assistance filling out organizational chart

Typical Transaction

Lower Middle Market

Founder & Family Owned

Primarily control buyouts; will consider minority and other structured debt and equity investments

Geographic Focus: U.S. mainland and special situations in Puerto Rico

Businesses that may benefit from the strategic

Businesses that may benefit from the strategic guidance provided by MoonSail’s operating executive network

Let's Shape the Future Together

At MoonSail Capital, we're ready to support your business's growth and innovation with strategic financial resources. Whether you're an entrepreneur seeking a partner for your next venture or an investor looking for unique opportunities, we invite you to join us. Let's explore how we can achieve remarkable results together.

Contact Us